Peninsula Wealth, LLC Msci Eafe Growth ETF Transaction History
Peninsula Wealth, LLC
- $581 Million
- Q4 2024
A detailed history of Peninsula Wealth, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Peninsula Wealth, LLC holds 9,455 shares of EFG stock, worth $1.01 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
9,455
Previous 11,802
19.89%
Holding current value
$1.01 Million
Previous $1.27 Million
27.95%
% of portfolio
0.16%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding EFG
# of Institutions
1,069Shares Held
157MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.25 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$973 Million0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY7.28MShares$774 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.74MShares$717 Million0.62% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$577 Million5.34% of portfolio